Thematic investing: What is it?
Themes are a critical element of our idea-generation process. Alongside evaluation of every opportunities and environmental, social and governance (ESG) considerations, themes are a key component of our approach.
We believe that the continuing effort and emphasis that we place on themes makes us well placed to satisfy the investors’ requirements.
How do we do it?
Our definition of a theme is:
How do we go about identifying themes, and what characteristics do we see in themes that we can leverage?
Through our thematic research process, we first determine and measure what we call the ‘key characteristics’ of a theme. Then we split these characteristics into different criteria, and we use these criteria to determine a theme’s long-term credibility and potential for investment.
How do we use themes in our investment process?
We have a long tradition of thematic investing. With the advancement of scientific methods coming from machine learning, statistics, data science, mathematics and with the breadth of data, our thematic research capabilities have continued to evolve. Today, our robust thematic framework serves as a guiding principle, allowing us to put our ideas into a framework. We have specific thematic investment teams with responsibility for different components of our thematic research.
Our thematic investment ideas
BNY Mellon Mobility Innovation Fund
BNY Mellon US Municipal Infrastructure Debt Fund
Blockchain Innovation
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